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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,028 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,840 | $106,110-56.8% | $147,005-68.8% | $77,671-41.0% |
| Participation rate | 91.0% | 78.4%+12.6pp | 82.2%+8.8pp | 70.6%+20.4pp |
| Annual return | 24.62% | 56.77%-32.2pp | 418.76%-394.1pp | 31.21%-6.6pp |
| Employer contribution / active EE | $2,923 | $4,065-28.1% | $4,934-40.8% | $2,726+7.2% |
| Participant deferral / active EE | $9,826 | $7,992+23.0% | $8,070+21.8% | $4,648+111.4% |
| Admin fee / account holder | $143 | $338-57.6% | $13,006-98.9% | $430-66.7% |